See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,883 | $198,466-91.5% | $170,442-90.1% | $147,584-88.6% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 23.18% | 257.29%-234.1pp | 205.93%-182.7pp | 578.55%-555.4pp |
| Employer contribution / active EE | $4,815 | $6,184-22.1% | $5,433-11.4% | $4,876-1.3% |
| Participant deferral / active EE | $3,615 | $5,629-35.8% | $4,939-26.8% | $5,439-33.5% |
| Admin fee / account holder | $394 | $16,852-97.7% | $13,880-97.2% | $10,885-96.4% |